Financial Advisor - Westrand MMH251003-20

Overview

Financial Advisor - Westrand MMH

Metropolitan Mogale City Local Municipality, Gauteng, South Africa

Role summary and responsibilities are focused on attracting, acquiring and retaining clients by selling company products to generate new business and provide after-sales service to ensure client retention and contribute to business objectives.

Responsibilities

• Engage with prospective clients to highlight features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis to help achieve their financial goals.
• Advise on tax and legal implications of products and changes; accurately capture client information and relevant actions on the systems.
• Complete all administrative and reporting requirements within agreed timeframes; achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice aligned with the engagement strategy to enhance client’s financial wellness.
• Investigate client queries within the agreed service levels and ensure timely feedback; escalate to the relevant department as needed.
• Provide accurate information and advice to clients and stakeholders to ensure appropriate services are delivered.
• Build and maintain relationships with clients and internal and external stakeholders; make recommendations to improve client service and fair treatment.
• Participate in a culture that builds rewarding relationships, facilitates feedback and delivers exceptional client service; proactively present innovative and trustworthy product offerings through professional financial advisory services.
• Continuously develop own expertise in terms of professional, industry and legislative knowledge; contribute to continuous improvement and take ownership of career development.

Qualifications and requirements

Additional job details

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